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Aqxus AOS: The Digital Agency Operating System

Innovation for independent insurance agents and carriers

Overview

  • Everything you expect from an AMS and much more. Integrated API rating with supported carriers. Batch quoting tens, hundreds or thousands of policies in seconds. Instant marketing with Aqxus smart templates. Built-in integration with DocuSign.

  • Automated import and processing of Acord XML and AL3 Download files (IVANS, TeamUp, Progressive). End-to-end service process automation. 360 degree view of every customer. Omnichannel communications. Real time Sales and Service dashboards.

  • For Integrated Carriers, its never been easier to manage agents, keep track quoting and policy binding based on risk factors, and gain competitive insights that help your product and pricing teams deliver targeted pricing for any consumer model.

The average customer service representative in a property and casualty agency spends the majority of the day answering billing questions, rating, endorsing, and doing non-productive work instead of engaging clients and prospects to expand the agency revenues and grow the carrier book of business. By reducing the duplicate data entry and connecting the agency CRM with the carrier systems for rating, billing, and claims, Aqxus provides the tools to make the agents more efficient and enable them to become revenue producers while delivering a better client experience to their insureds and prospects. Aqxus API connections to carrier systems enable independent insurance agents to quote 1000s of policies in seconds while engaging the clients and prospects on their own personalized journey. It's never been easier to manage multiple clients and households, keep track of risk factors and significant life events, and deliver personalized advice that earns lasting loyal. With Aqxus, every client relationship is transformed into a wealth of new opportunities.

Categories

Business Needs
Productivity
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package